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SoFi Technologies, Inc.

SOFI
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001818874

In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.

Q4 2021 vs. Q3 2021

How the institutions holding SoFi Technologies, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SOFI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders309447+138
Shares349.9M424.3M+74.5M (+21.3%)
Value$5.56B$6.70B+$1.14B (+20.5%)

New holders (190)

Institutions that held SoFi Technologies, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 190 by value.

Institutions new to SOFI in Q4 2021
InstitutionSharesValue% of portfolio
DCM International VI, Ltd.11,707,294$185.1M30.40%
Artisan Partners Limited Partnership6,932,206$109.6M0.13%
Bamco Inc3,696,819$58.4M0.12%
HRT Financial LP1,318,656$20.8M0.12%
Sumitomo Mitsui Trust Holdings, Inc.1,255,263$19.8M0.01%
UBS Asset Management Americas Inc1,089,003$17.2M0.01%
Legal & General Group Plc1,024,993$16.2M0.00%
Putnam Investments LLC775,921$12.3M0.02%
LifePro Asset Management647,030$10.2M3.03%
Alliancebernstein L.P.626,988$9.91M0.00%
SEI Investments Co352,712$5.58M0.01%
State of Wisconsin Investment Board339,884$5.37M0.01%
State of New Jersey Common Pension Fund D318,379$5.03M0.01%
Jefferies Group LLC318,300$5.03M0.09%
Monashee Investment Management LLC300,000$4.74M1.17%
Interval Partners, LP290,467$4.59M0.31%
TD Waterhouse Canada Inc.243,567$4.37M0.04%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund259,995$4.11M0.04%
Mitsubishi UFJ Trust & Banking Corp254,939$4.03M0.01%
Venator Capital Management Ltd.250,000$3.95M2.48%
LGT Group Foundation205,521$3.25M0.08%
First American Trust, FSB199,921$3.16M0.43%
Patient Capital Management, LLC193,800$3.06M1.24%
Waverton Investment Management Ltd189,836$3.00M0.10%
SG Americas Securities, LLC175,637$2.78M0.02%
CWA Asset Management Group, LLC172,973$2.73M0.20%
Reynders McVeigh Capital Management, LLC169,209$2.67M0.15%
Pictet Asset Management SA165,780$2.62M0.00%
Aigen Investment Management, LP169,174$2.56M0.16%
Colony Group LLC145,955$2.31M0.04%
Arizona State Retirement System140,638$2.22M0.02%
Korea Investment CORP135,500$2.14M0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.136,341$2.14M0.01%
Healthcare of Ontario Pension Plan Trust Fund130,600$2.06M0.00%
Parallax Volatility Advisers, L.P.130,382$2.06M0.03%
Skaana Management L.P.128,875$2.04M0.38%
Great West Life Assurance Co122,570$1.93M0.00%
Forsta Ap-Fonden120,100$1.90M0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)119,494$1.89M0.01%
Cinctive Capital Management LP119,391$1.89M0.09%
Parametric Portfolio Associates LLC112,604$1.78M0.00%
Pegasus Asset Management, Inc.103,641$1.64M0.67%
Toronto Dominion Bank101,863$1.61M0.00%
Vontobel Holding Ltd.99,319$1.58M0.01%
Teacher Retirement System of Texas99,629$1.57M0.01%
Nomura Asset Management Co Ltd99,400$1.57M0.01%
RMB Capital Management, LLC99,140$1.57M0.05%
Convergence Financial, LLC94,000$1.49M1.54%
Invesco Ltd.91,767$1.45M0.00%
British Columbia Investment Management Corp90,673$1.43M0.01%
Bayesian Capital Management, LP87,500$1.38M0.44%
Public Employees Retirement Association of Colorado81,739$1.29M0.01%
Matisse Capital79,443$1.26M0.87%
MSD Partners, L.P.75,000$1.19M0.01%
Allstate Corp72,751$1.15M0.02%
Ensign Peak Advisors, Inc71,425$1.13M0.00%
Paloma Partners Management Co70,340$1.11M0.04%
CSS LLC64,111$1.01M0.04%
Finivi Inc.61,439$971.4K1.03%
IFM Investors Pty Ltd59,243$937.0K0.02%
ProShare Advisors LLC55,507$878.0K0.00%
Nissay Asset Management Corp55,448$877.0K0.01%
Consolidated Investment Group LLC55,500$877.0K0.14%
Doheny Asset Management54,159$856.0K0.60%
DnB Asset Management AS53,428$844.7K0.00%
Janus Henderson Group PLC53,111$839.0K0.00%
Mirae Asset Global Investments Co., Ltd.52,844$835.0K0.00%
Firethorn Wealth Partners, LLC52,388$828.0K0.62%
Advisory Research Inc49,819$788.0K0.06%
NewEdge Wealth, LLC47,000$743.0K0.03%
KBC Group NV45,893$726.0K0.00%
Prana Capital Management, LP43,439$687.0K0.05%
Sciencast Management LP45,600$673.0K0.12%
DuPont Capital Management Corp42,458$671.0K0.02%
Elo Mutual Pension Insurance Co38,969$616.0K0.02%
Nordea Investment Management AB37,596$610.0K0.00%
Westpac Banking Corp38,246$604.7K0.01%
Fred Alger Management, LLC33,960$537.0K0.00%
Moseley Investment Management Inc30,877$488.0K0.22%
Wolff Wiese Magana LLC30,877$488.0K0.32%
Point Break Capital Management, LLC30,540$483.0K0.04%
V Wealth Advisors LLC30,370$480.0K0.07%
Biltmore Capital Advisors LLC30,210$478.0K0.08%
National Bank of Canada30,131$477.0K0.00%
First National Trust Co30,000$474.0K0.02%
Stratos Wealth Partners, LTD.29,633$468.0K0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd29,012$458.0K0.01%
SG3 Management, LLC29,000$458.0K0.05%
MMBG Investment Advisors Co.27,150$429.0K0.04%
Mariner, LLC26,783$423.0K0.00%
Nomura Holdings Inc26,179$414.0K0.00%
Lazard Asset Management LLC25,943$410.0K0.00%
Wealth Effects LLC25,165$398.0K0.17%
Allianz Asset Management GmbH24,824$393.0K0.00%
Caliber Wealth Management, LLC29,392$388.0K0.27%
Robeco Institutional Asset Management B.V.24,179$382.0K0.00%
Prospera Financial Services Inc22,685$359.0K0.02%
Stock Yards Bank & Trust Co22,500$356.0K0.02%
Oak Harbor Wealth Partners, LLC21,800$345.0K0.12%
Claraphi Advisory Network, LLC21,790$344.0K0.12%

Sold out (52)

Institutions that held SoFi Technologies, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SOFI in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Durable Capital Partners LP3,597,334$57.1M
Balyasny Asset Management LLC817,486$13.0M
Sepio Capital, LP710,112$11.3M
Pathway Capital Management, LP682,178$10.8M
Laurion Capital Management LP504,500$8.01M
Highbridge Capital Management LLC428,300$6.80M
Serengeti Asset Management LP350,000$5.56M
Boothbay Fund Management, LLC350,000$5.56M
Wolverine Asset Management LLC291,694$4.63M
Soros Fund Management LLCSuperinvestorSoros Fund Management177,500$2.82M
Moore Capital Management, LP175,500$2.79M
State of Tennessee, Treasury Department136,436$2.17M
Element Capital Management LLC133,800$2.13M
Jasper Ridge Partners, L.P.115,970$1.84M
Renaissance Technologies LLC99,100$1.57M
Jump Financial, LLC84,371$1.34M
Partners Group Holding AG77,086$1.22M
Samson Rock Capital LLP74,312$1.18M
Cubist Systematic Strategies, LLC71,820$1.14M
Jupiter Asset Management Ltd70,000$1.11M
Pentwater Capital Management LP70,000$1.11M
Capstone Investment Advisors, LLC70,014$1.11M
Squarepoint Ops LLC69,007$1.10M
Blueshift Asset Management, LLC68,354$1.08M
Rational Advisors LLC61,645$979.0K
Magnetar Financial LLC57,104$907.0K
Boston Private Wealth LLC46,694$742.0K
Sowell Financial Services LLC45,058$716.0K
Crestline Management, LP37,000$587.0K
Change Path, LLC36,080$573.0K
Cypress Capital, LLC31,831$505.0K
Liberty Mutual Group Asset Management Inc.29,845$474.0K
Shay Capital LLC27,013$429.0K
Emfo, LLC15,000$238.0K
Chicago Partners Investment Group LLC10,040$231.0K
Dynamic Advisor Solutions LLC12,746$202.0K
Man Group plc10,539$168.0K
Parsons Capital Management Inc10,000$159.0K
CenterStar Asset Management, LLC–$103.0K
Gerber Kawasaki Wealth & Investment Management2,060$32.0K
Herold Advisors, Inc.2,000$31.0K
Liberty Wealth Management LLC1,542$24.0K
First Horizon Advisors, Inc.1,025$16.0K
Cordasco Financial Network1,000$16.0K
Brewin Dolphin Ltd700$11.1K
Asset Dedication, LLC630$10.0K
Hoey Investments, Inc600$10.0K
Sterling Financial Planning, Inc.600$10.0K
Evolution Wealth Advisors, LLC500$8.00K
Arkadios Wealth Advisors454$7.00K
State of Wyoming39$1.00K
Eaton Vance Management1,000$0